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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,589 | $48,118+73.7% | $136,833-38.9% | $94,015-11.1% |
| Participation rate | 29.7% | 47.4%-17.7pp | 59.0%-29.3pp | 70.8%-41.1pp |
| Annual return | 7.74% | 14.65%-6.9pp | 35.32%-27.6pp | 17.84%-10.1pp |
| Employer contribution / active EE | $295 | $821-64.0% | $1,319-77.6% | $2,790-89.4% |
| Participant deferral / active EE | $328 | $1,651-80.1% | $2,441-86.6% | $4,249-92.3% |
| Admin fee / account holder | $3,776 | $3,059+23.4% | $4,706-19.8% | $8,951-57.8% |